XYPN Partners With Jump to Bring AI Tools to Advisors
At its 12th annual XYPN Live conference in San Diego this week, the fiduciary advisor network and business support platform provider announced it has partnered with Jump to provide members discounted access to the AI firm’s meeting preparation, note-taking, follow-up communications, CRM updates and account opening capabilities.
Through the partnership, which launched Tuesday, XYPN members will receive reduced pricing on Jump’s Meet, Onboard and Grow products.
AI efficiency tools ranked as XYPN’s most-requested partnership category in 2025 and 2026, with Jump being the most requested product, according to the network.
“Artificial intelligence is rapidly transforming how advisors operate their businesses,” said Alan Moore, co-founder and chief executive officer of XYPN. “Our members have made it clear that they want solutions that improve efficiency without sacrificing the quality of the client experience, and Jump has emerged as the leading platform helping advisors achieve that balance while staying compliant.”
Founded in 2023, Jump has grown to more than 45,000 users in three years (it started in 2026 with approximately 27,000 users). The platform automates meeting notes, generates follow-up communications, and supports practice management, including automated account opening, data gathering and opportunity identification.
Jump recently announced real-time, in-meeting account opening with Schwab Advisor Services and Fidelity, allowing advisors to move from conversation to signed application before meetings end.
“Some of our first 100 users were XYPN advisors who immediately caught the vision of how AI can elevate the client and advisor experience,” said Parker Ence, co-founder and CEO of Jump.
Jump was a finalist in the 2024 XYPN AdviceTech Competition.
In February, the company announced it had raised $80 million in a Series B funding round, bringing its total capital raised to $105 million and has now grown its headcount to more than 200 employees.
In late March, the company launched its AI Associate, an “intelligent agent” that enables advisors to execute tasks across meetings, CRM systems, email and financial planning tools.
Jump announced new onboarding, scheduling features and several new third-party integrations in June.
